| The rapid penetration of domestic chips： |
| AI chip： |
| DeepSeek： |
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In this technological competition with the United States, Chinese chips are firing on all cylinders. To counter this technological competition, the United States has implemented various countermeasures, including various tariff restrictions. Consequently, the supply chain has experienced significant and minor fluctuations. This has led Chinese manufacturing companies to seek Chinese chips as alternative products in order to survive and cope with these fluctuations.
Instead, it has given Chinese chips a huge opportunity to supplant imported chips. These strategies of the United States have inadvertently boosted the development of Chinese chips.
The rapid penetration of domestic chips：
Chinese chips have a huge cost advantage and are highly competitive in terms of price. For example, TI lost in the last price war with Chinese chips and had to shift its focus to other high-performance products to avoid continuing the price war with Chinese chips.
Chinese chips, with their extremely high cost-performance ratio, are rapidly penetrating the mid-to-low-end market. The speed of this development can be described as leapfrogging in just two years.
AI chip：
Europe and the United States are gradually losing ground in the mid-to-low-end chip market. They have realized that AI may be their last line of defense, so they have further tightened restrictions on AI chips to prevent the possibility of high-end AI chips entering the Chinese market.
This has actually given opportunities to Chinese AI manufacturers. This year, many Chinese start-up chip companies aim to replace Nvidia, and there are also AI chip designers who are gradually going public,They will soon attract many investors, after all, this track is the most promising one to bet on globally, and it is the most promising field in the eyes of capitalists.
DeepSeek：
To what extent has China's AI chip development progressed, and is there a chance for it to catch up and surpass others?DeepSeek also stated some time ago that, given China's current AI capabilities, there may be no need to rely on NVIDIA GPUs. Huawei's Ascend 950 is expected to increase China's AI chip market share to 30% by 2026. Cambricon's flagship product, the Sense series, has already made its mark internationally. Moortech can already run DeepSeek and Qwen models on its own GPUs.
Many enterprises that pose a threat to the technological development layout of the United States have been included in the entity list by the United States, which precisely demonstrates the influence of the enterprises on the entity list.
Other AI chip manufacturers that have been added to the US entity list include Biren Technology, YuanX Ignite, Haiguang Information Technology, and so on,At the pace of Chinese chip development, I believe AI chips in China will also usher in their highlight moment in the near future. For further updates, please stay tuned to us, as we will continue to post the latest developments on our platform.
